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Latest News about Shopify (SHOP)
Recent news which mentions Shopify (SHOP)
Friday File: Berkshire, Brookfield, Restaurants and Electrical Infrastructure
May 10, 2024
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John Doody
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Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
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Friday File: Best of 2023
December 22, 2023
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Alphabet (GOOGL GOOG)
U/Haul Holdings (UHAL)
Dream Finders Homes (DFH)
From
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Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
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Brookfield Corp (BN)
Friday File
Kinsale Capital (KNSL)
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All the AI Stock Picks from Everybody! 25 Different Stocks That Have been Teased as A.I. Picks This Year…
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Artificial Intelligence (A/I/)
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Friday File: Earnings Hits and Misses
August 04, 2023
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Perimeter Solutions (PRM)
TransDigm (TDG)
Shopify (SHOP)
From
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Friday File — WESCO, Icahn and more…
May 05, 2023
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GOLD
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Big Picture / Asset Allocation
Shopify (SHOP)
Bill Ackman
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Friday File: Hits and Misses on the Earnings Front
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Shopify (SHOP)
Microsoft (MSFT)
Activision Blizzard (ATVI)
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Friday File: More High Yield Speculation
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Michael Burry
Qurate Preferreds (QRTEP)
Johnson and Johnson (JNJ)
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Friday File: Growing WITHOUT Big Tech?
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Apple (AAPL)
Brown & Brown (BRO)
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Friday File: Luxurious Laundry, plus updates from AMZN, GOOG, ROKU, SHOP and more…
July 29, 2022
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Roku (ROKU)
Unity Software (U)
CNH Industrial (CNHI)
From
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Friday File: A Couple Buys on Reentry
July 15, 2022
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Alphabet (GOOGL GOOG)
Innovative Industrial Properties (IIPR)
Anglo Pacific Group (APF/L APY/TO AGPIF)
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Friday File: Restaurant Royalties, and a little Wallowing in Pessimism
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Friday File: Europe in the Lock Box, Splitsville, and “What’s my Favorite?”
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Technology
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Friday File: Botox Competitor, NVIDIA, Shopify and Thrift Conversions
May 27, 2022
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AEVA
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Advanced Micro Devices (AMD)
Cepton (CPTN)
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Friday File: Reflection on the Berkshire & Markel Confabs, plus a few buys and sells in a wild week
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Sandstorm Gold (SAND SSL/TO)
Innovative Industrial Properties (IIPR)
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Friday File: Off to Omaha
April 29, 2022
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Illumina (ILMN)
Twitter (TWTR)
Intuitive Surgical (ISRG)
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Friday File: Culling at the Bottom of the Portfolio
April 14, 2022
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Galaxy Digital Holdings (GLXY/TO BRPHF)
Magic Software (MGIC)
Altius Minerals (ALS/TO ATUSF)
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Teaser Tracking Update — 2022 Spreadsheet Now Live
April 07, 2022
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Enphase Energy (ENPH)
The Trade Desk (TTD)
Nvidia (NVDA)
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Friday File: The Curtain Comes Down
March 04, 2022
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Ukraine
Shopify (SHOP)
Russia
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Friday File: Warm Blankets and Rollercoasters
February 18, 2022
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Friday File
Nvidia (NVDA)
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Friday File: Annual Review Kicks Into Gear — Updates on Alphabet, Amazon and more…
February 04, 2022
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Alphabet (GOOGL GOOG)
PayPal (PYPL)
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From
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Friday File: Dancing in the Titanic’s Ballroom while Jeremy Grantham is on Iceberg Watch
January 28, 2022
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Hipgnosis Songs Fund (SONG/L HPGSF)
Nova Royalty Corp/ (NOVR/V NOVRF)
Universal Music Group (UMG/AS UMGNF)
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Friday File: Finding Solace in Asset Allocation
January 21, 2022
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Sea Ltd (SE)
Roku (ROKU)
Royal Gold (RGLD)
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Friday File: Buying at lower prices, Selling at higher risk levels
January 14, 2022
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Innovative Industrial Properties (IIPR)
NewLake Capital Partners (NLCP)
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Is Lightspeed a buy?
November 26, 2021
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Friday File: Earningspalooza Gets Underway (plus a teaser preview)
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3M (MMM)
Medical Properties Trust (MPW)
American Tower (AMT)
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Friday File: Trump Media, Cloudflare, GAN, Match and more…
October 22, 2021
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Friday File
Match Group (MTCH)
From
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Friday File Part 1: Fire, Tech, and “Too Big to Grow”
October 08, 2021
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EverArc Holdings (EVRA/L EVREF)
Apple (AAPL)
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From
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